Gridiron Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Gridiron Partners reports 68 clients. They include 43 high-net-worth individuals, 10 pension and profit-sharing plans, and 6 state or municipal government entities. Of its assets, 100.0% ($286M across 75 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 63% | 4% |
| Pension and profit-sharing plans | 15% | 61% |
| Charitable organizations | 4% | 7% |
| State or municipal government entities | 9% | 19% |
| Other | 9% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 43 | $12.3M | 4.3% | $286K |
| Pension and profit-sharing plans | 10 | $173M | 60.7% | $17.3M |
| Charitable organizations | Fewer than 5 | $18.6M | 6.5% | $6.21M |
| State or municipal government entities | 6 | $55.5M | 19.4% | $9.26M |
| Other | 6 | $25.9M | 9.0% | $4.31M |
| Total | 68 | $286M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $12.3M
- AUM share
- 4.3%
- Avg. per client
- $286K
- Clients
- 10
- Regulatory AUM
- $173M
- AUM share
- 60.7%
- Avg. per client
- $17.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $18.6M
- AUM share
- 6.5%
- Avg. per client
- $6.21M
- Clients
- 6
- Regulatory AUM
- $55.5M
- AUM share
- 19.4%
- Avg. per client
- $9.26M
- Clients
- 6
- Regulatory AUM
- $25.9M
- AUM share
- 9.0%
- Avg. per client
- $4.31M
Total
- Clients
- 68
- Regulatory AUM
- $286M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Gridiron Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Michael Schneck owns 50% to 75% of Gridiron Partners. The leadership team of Gridiron Partners includes Chief Investment Officer David Kamin and Chief Compliance Officer Michael Schneck. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Gridiron Partners, LLC
Michael Schneck
Control person · since April 2019
- Owns 50% to 75% of Gridiron Partners, LLC
David Kamin
Control person · since April 2019
Gridiron Partners’ regulatory assets grew 2.2× from $127M (March 2021) to $286M (March 2026); clients rose from 29 to 68 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $286M | 68 | 2 | 1 |
| Mar 2025March 2025 | $246M | 72 | 2 | 1 |
| Mar 2024March 2024 | $224M | 38 | 2 | 1 |
| Mar 2023March 2023 | $168M | 31 | 2 | 1 |
| Mar 2022March 2022 | $148M | 30 | 2 | 1 |
| Mar 2021March 2021 | $127M | 29 | 2 | 1 |
Besides its headquarters, Gridiron Partners has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 101 Bradford Road, Suite 200, WexfordHQ
Contact and registration details
- Legal name
- Gridiron Partners, LLC
- Headquarters
- 101 Bradford Road, Suite 200, Wexford, PA 15090
- Website
- gridironpartners.com
- Phone
- 724-759-7848
- @gridiron-partners
- SEC file
- 801-118767
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Gridiron Partners’ named custodians for separately managed accounts are PNC Bank, National Assocation ($111M, 49%), The Bank of New York Mellon ($81.9M, 36%) and US Bank ($32.4M, 14%). Gridiron Partners does not have custody of client assets.
- PNC Bank, National AssocationPNC Bank, National Assocation · Pittsburgh, PA · $111M49%
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $81.9M36%
- US BankUS Bank · St. Louis, MO · $32.4M14%
At year end, Gridiron Partners’ separately managed accounts were largely in funds (40%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $191M across 51 positions; the largest are iShares TR (27.1%), Vanguard BD Index Fds (25.4%) and State Str SPDR S&P 500 ETF T (9.6%).
What the accounts hold
- Stocks30%
- Funds40%
- Cash30%
How many clients does Gridiron Partners have?
Gridiron Partners has 68 clients and manages $286 million for them, as of March 2026. They include 43 high-net-worth individuals, 10 pension and profit-sharing plans, and 6 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Gridiron Partners offer?
Gridiron Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gridiron Partners use?
Gridiron Partners’ separately managed account assets are held at PNC Bank, National Assocation (Pittsburgh, PA), with $111M, The Bank of New York Mellon Corporation (New York, NY), with $81.9M and US Bank (St. Louis, MO), with $32.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Gridiron Partners have?
Gridiron Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gridiron Partners invest in?
At the end of its last fiscal year, Gridiron Partners’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 30% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gridiron Partners?
Gridiron Partners’ direct owners are Michael Schneck (50% to 75%) and David Kamin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Gridiron Partners get paid?
Gridiron Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gridiron Partners?
Gridiron Partners’ main office is at 101 Bradford Road, Suite 200, Wexford, PA 15090. Its phone number is 724-759-7848. Its website is gridironpartners.com.